While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services.

The Series E round values the RIA custodian at $1.5 billion.

Guidelines for taking a deeper look at the ways your firm is leveraging each system and how they all work together.

Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio System.

Rumors swirled for months that the TAMP and technology provider was up for sale.